About Maggie

Maggie Petrillo is a Wealth Advisor at J.P. Morgan Wealth Management.

Maggie works with business owners, entrepreneurs, corporate executives and high-net-worth families, providing tailored advice and a bespoke client experience while leveraging the full strength and resources of the firm.

Maggie focuses on helping her clients navigate the financial decisions that shape their long-term goals, from investment strategy to planning considerations around retirement, tax and estate planning, and equity compensation. She is especially passionate about engaging with women, many of whom are coming into financial independence for the first time. She guides them in growing and preserving their assets, empowering them to live their best lives on their terms as investors, philanthropists and community leaders.

Before joining J.P. Morgan in 2022, Maggie began her career at Morgan Stanley in 2015. She earned her B.A. in History from St. Joseph's University. She remains actively involved with St. Joe's as a mentor in the Dean's Leadership Program.

Outside of work, Maggie is an avid runner. She also enjoys golfing, photography and reading–especially history. She lives in Philadelphia.

Insights

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